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Scope Phase

The first phase in preparing a TSP involves identifying your community’s objectives and defining the steps, tasks, and budget needed to meet them.

Your Scope of Work

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  • Determine the TSP's focus
  • Draft a project statement
  • Develop a timeline, staffing requirements, oversight responsibility, and budget
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  • Outline how you will coordinate your planning effort with neighboring jurisdictions, metropolitan planning areas, transit providers and ODOT
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  • Determine what local funding is secured
  • Assess what other funding may be available
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  • Assign staff
  • Seek expertise from a consultant if needed

Local and Regional TSPs must be consistent with one another. Where elements of the Regional TSP have not been adopted, a city or county must coordinate preparation of the local TSP with the regional transportation planning agency. As part of this coordination effort, cities and counties should clearly define which TSP will govern county facilities located within the city’s urban growth boundary.

Local TSPs must also be consistent with the Regional Transportation Plan of the applicable Metropolitan Planning Organization. Jurisdictions within a metropolitan area must adopt TSPs that reflect regional goals, objectives, and investment strategies specific to the area and demonstrate how local transportation system planning helps meet regional performance targets. For best results, consulting with ODOT and the Metropolitan Planning Organization in the scoping phase to determine specific topics to be updated or included in the TSP to ensure consistency with state and regional plans.

Before assigning staff and/or hiring a consultant, a jurisdiction should:

  • Assess available resources to determine the level of in-house expertise.
  • Evaluate staffing options and determine the appropriate mix of staff/consultant expertise:
    • Use existing staff expertise or new staff.
    • Use a combination of staff and consultant expertise.
    • Use predominantly consultant expertise (local staff to review, not generate, work).
  • Identify and secure sufficient funding for staff/consultant work to develop and adopt the TSP.
  • If using a consultant, issue a request for proposals and select the consultant, accounting for time needed to execute a contract or work order and issue a Notice to Proceed.

ODOT has limited funding to assist local jurisdictions with transportation planning projects through the Transportation and Growth Management Program and through individual Region Statewide Planning and Research funding allocations. Generally, ODOT considers funding requests for TSP projects for jurisdictions that:

  • Are required to have TSPs or ready for a TSP update.
  • Are in critical transportation areas, non-exempt locations, or have unique transportation circumstances.
  • Have an identified local agency project manager.

Typically, an intergovernmental agreement between ODOT and the local jurisdiction is required. As a condition of funding, the intergovernmental agreement and the scope of work must be approved by ODOT. ODOT may require project team members to possess specific licenses or certifications as a demonstration of necessary expertise. An ODOT project manager—typically a Region or Transportation Development Division planner—can provide technical assistance with the intergovernmental agreement and the scope of work. ODOT has several contracts in place that can expedite consultant selection for ODOT-funded TSP processes.​

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